Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
Investment Funds High Growth Fund |
1.77% |
9.26% |
21.54% |
|||
Investment Funds Growth Fund |
1.51% |
7.75% |
18.10% |
15.58% |
8.07% |
8.12% |
Investment Funds Balanced Fund |
1.15% |
5.88% |
14.09% |
12.22% |
5.86% |
5.79% |
Investment Funds Conservative Fund |
0.56% |
3.06% |
7.84% |
6.97% |
2.24% |
1.95% |
Homes and Income Fund |
0.38% |
2.65% |
5.60% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
Investment Funds NZ Share Fund |
-1.06% |
4.40% |
8.92% |
4.50% |
3.55% |
2.93% |
Investment Funds NZ Bond |
-0.13% |
1.73% |
6.00% |
4.48% |
1.00% |
-0.33% |
Investment Funds NZ Cash Fund * |
0.39% |
2.75% |
4.39% |
|||
Investment Funds Hedged Global Share Fund |
3.07% |
9.10% |
23.45% |
|||
Investment Funds Unhedged Global Share |
2.20% |
13.86% |
32.61% |
|||
Investment Funds Hedged Global Bond |
0.35% |
0.75% |
2.57% |
These returns are to 31-01-2025 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.